Dale specializes in Management Advisory Services and Taxation. This includes consulting with clients regarding ownership issues, profitability, mergers and acquisitions, 1031 exchanges, and financial planning. He also does consulting on how to structure a business, business valuations, real estate issues, and estate planning.Education and Professional Credentials
Wake Forest University - Master of Business Administration
Lenoir Rhyne College - Bachelor's Degree - Business Administration
Certified Public Accountant
Certified Management Accountant
Chartered Global Management Accountant

Professional Affiliations
Member - American Institute of Certified Public Accountants and the Tax Division of AICPA
Member - North Carolina Association of Certified Public Accountants
Member - Institute of Management Accountants
Member - American Economic Association

Dale has served this community over the years as an officer on various boards of academic, civic, and professional organizations.

Linda has over 30 years of accounting experience with closely held companies in the fields of manufacturing, construction, and professional services. She specializes in Accounting and various forms of Tax Compliance for businesses and individuals.

Linda has an Associate in Applied Science Degree from Catawba Valley Technical Institute, and a Bachelor of Technology from Appalachian State University. She is a member of the American Institute of Certified Public Accountants and North Carolina Association of Certified Public Accountants and is a Chartered Global Management Accountant.

Tina's areas of experience include healthcare and other professional services, real estate issues and tax implications, taxation, and business valuations. She specializes in Consulting and Taxation, including Estates, Trusts, and Gifts. Tina has experience in worldwide corporate taxation as well as over 25 years in public accounting.

Tina graduated magna cum laude from Lenoir-Rhyne College in 1991 where she earned a Bachelor of Arts Degree in Accounting. She is a member of the American Institute of Certified Public Accountants, North Carolina Association of Certified Public Accountants, the American Economic Association, and is a Chartered Global Management Accountant.

Joy specializes in accounting, tax representation, tax compliance (both foreign and domestic), and accounting software training. She has experience in the fields of international manufacturing and distribution, foreign affilates, healthcare, real estate, and profit sharing plans. Joy has over 20 years experience in public accounting.

Joy is a magna cum laude graduate of Lenoir-Rhyne College with a Bachelor of Arts Degree in Accounting. She holds memberships in the American Institute of Certified Public Accountants, the North Carolina Association of Certified Public Accountants, and is also a Chartered Global Management Accountant.

Denise has over 15 years of public accounting experience in various fields of domestic and foreign taxation, including business, individuals, estates and trusts. She has experience in auditing and various accounting software programs. Denise specializes in accounting and taxation.

Denise graduated from the University of Miami with a Bachelor's Degree in Business Administration with a Major in Accounting. She is a member of the American Institute of Certified Public Accountants, North Carolina Association of Certified Public Accountants, and is a Chartered Global Management Accountant.